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Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.
We expect inflation to ease despite a surprisingly high CPI reading for August, allowing the Federal Reserve to temper its aggressive pace of rate increases.
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Highlights from the week of November 11 – November 17, 2022
Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.
We expect inflation to ease despite a surprisingly high CPI reading for August, allowing the Federal Reserve to temper its aggressive pace of rate increases.
Elevated volatility is here to stay, and that means many risk assets may become oversold, providing opportunities for investors to profit from mispriced risks.
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.
Shifts in the mortgage landscape are creating a compelling opportunity in GNMAs, which currently offer attractive relative value.
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.